TPA Resource Library
Learn and lead with confidence through a host of blogs, industry news, and other resources pinpointing our AI-powered future.
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Case study08.04.25
Frictionless Admin: A Myth No Longer (PlanPerfect Case Study/Testimonial)
This Newport Beach, California TPA firm is enthused about the game-changer they’ve discovered in automated payroll integration with census export features.
Blog08.15.25
Best CRM for Retirement TPAs (2025): The Buyer's Guide
A comparison of top TPA-specific and generic CRMs for retirement plan TPAs.
Blog08.14.25
Stax.ai vs PensionPro vs PensionPal (2025): Battle of the Retirement TPA CRMs
A 2025 Showdown of Features, Value, and Usability
Case study04.15.25
Compliance Geeks: 401(k)s Meet The Wizard of Middle Earth
Chicago TPA discovers a magical CRM overhaul of document management and plan administrative systems.
All Articles
News10.07.25
8 of the Top 10 Retirement TPAs Choose Stax.ai to Power Administration and Growth
AI-powered CX and Trust Accounting suite combines universal payroll connectivity, a modern client portal, and intelligent census automation
Blog10.07.25
Autopilots, Retirement Plan Consultants, and the AI Automation Paradox
How technology reduces workload per person but grows industries—and why the retirement plan consultant role is only becoming more vital.
Case study10.07.25
We’re Doing It Our Way: It’s Working For Us
Northern CA group makes their own brand of partnership work in a high-tech world they grew up in.
Event10.02.25
Get Census Season Ready: Free Virtual Bootcamp Featuring Ilene Ferenczy
Census season is tough—Ilene Ferenczy shares legal insights, plus Finch and Stax.ai show how payroll and automation tools can make it easier.
Blog09.22.25
Stax.ai vs Microsoft Dynamics: The Best CRM Choice for TPAs in 2025
Discover why TPAs are rethinking generic CRMs like Microsoft Dynamics—and how purpose-built platforms deliver faster ROI, sponsor loyalty, and long-term growth.
Event09.09.25
Discover Why AiR2026 Is the Must-Attend Conference for TPAs
The Premier Event for Tech-forward Retirement Plan Consultants
Blog08.29.25
Stax.ai Response to the NX and GitHub Supply Chain Incident
No client data compromised, temporary sync interruptions only, proactive measures taken immediately.
Blog08.25.25
The Hidden Cost of Outdated Plan Sponsor Portals
Why clunky systems hurt both TPAs and sponsors
Blog08.25.25
Stax.ai vs. 7SM Dynamis: Payroll and Census Automation for TPAs
A detailed comparison of Stax.ai and 7 Simple Machines Dynamis for TPAs—cost, sponsor experience, integrations, and why unified platforms are the future.
Blog08.21.25
15-Minute 401(k)s Are a Lie (Here’s How TPAs Win Anyway)
Bundled and fintech providers may sell speed. Independent TPAs deliver the real “easy button.”
Blog08.17.25
Build vs Buy a CRM for TPAs (2025): Cost, Timeline, Risk & ROI
Cost, risk, and ROI factors every TPA should weigh before choosing between custom development and a purpose-built CRM
Blog08.15.25
Best CRM for Retirement TPAs (2025): The Buyer's Guide
A comparison of top TPA-specific and generic CRMs for retirement plan TPAs.
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Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.